See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,014 | $91,190+62.3% | $178,490-17.1% | $79,858+85.3% |
| Participation rate | 82.8% | 69.2%+13.6pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 12.47% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,788 | $3,256-14.4% | $5,011-44.4% | $2,471+12.8% |
| Participant deferral / active EE | $3,407 | $3,236+5.3% | $5,202-34.5% | $3,740-8.9% |
| Admin fee / account holder | $3,478 | $6,751-48.5% | $13,984-75.1% | $5,306-34.4% |